Use this sample and step by step explanation for setting meaningful and inspiring employee performance goals for an invoice clerk.
An Invoice Clerk is responsible for issuing invoices, credit memos, updating customer records and issuing monthly customer statements in the accounting department of any organization.
The responsibilities for this position are updating customer records and issuing monthly customer statements, interacting with vendors and clients to ensure accuracy, comparing invoices against purchase orders, receiving documents to verify receipts of the items ordered, recording data for follow up, contacting vendors regarding errors in bills, maintains all files of suitable ordered and received them on delivery, returning all returnable goods to the sellers, figuring out and confirming prices and discounts offered and cross checks to see they are accurate on the invoices.
Employee Performance Goals Sample | |
|---|---|
| Employee's Name: | Title: |
| Review Period: __/__/__ to __/__/__ | Employee SSN: |
| Work Location: | Supervisor's Name: |
Instructions |
|
Performance Goals for Next Period | |
Performance Goals | Employee Comments |
|---|---|
| CUSTOMER ORIENTED: Be flexible and exhibit creativity in solving the problems of customers. Not to put pressure or undue influence when closing a deal with a client. | [employee comments goal] |
| VERBAL COMMUNICATION: Weigh my words first before I speak them out to avoid saying unwanted things. Listen well enough to be able to give constructive feedback to other people. | [employee comments goal] |
| WRITING SKILLS: Conduct proper research before I undertake any form of writing to use acceptable facts and information. Check my writing before presenting it to remove the various writing errors such as improper grammar. | [employee comments goal] |
| PHONE SKILLS: Ask appropriate questions and to seek for clarifications on issues not well understood. Manage my emotions well especially when handling an irate or upset caller. | [employee comments goal] |
| INTERPERSONAL SKILLS: Always aim to develop and maintain strong and positive relationships with other people. Learn to be empathetic towards other people to understand what they are going through. | [employee comments goal] |
| DEALING WITH DIFFICULT PEOPLE: Accept the fact that there will always be difficult people, who seem to enjoy hurting others, and learn to deal with them Distract oneself by doing other activities or meeting new friends in order to stop thinking about what the difficult person said or did | [employee comments goal] |
| ADAPTABILITY: Remain composed even when faced with ambiguity or any form of emergency Work on accepting all types of change positively and handling changing workloads in response to changing circumstances | [employee comments goal] |
| CUSTOMER SERVICE: Address inquiries as quickly as possible and give explanations in case of delays Avoid using pressure to close a deal or to influence the decision of a customer | [employee comments goal] |
| SCHEDULING: Put extra effort in creating effective and reliable project schedules Spend more time engaging in activities and thoughts that yield most results | [employee comments goal] |
| DATA ENTRY: Become more responsible and develop a positive attitude towards work Show willingness to learn more literacy and numeracy skills when working with data | [employee comments goal] |
Summary |
|---|
Sections 1-2: To be completed by the supervisor Section 3: To be completed by the employee |
1. Goals completed since last performance feedback |
2. Goals for next period |
3. Employee comments |
Signatures | |
| I acknowledge that I discussed this performance feedback with my supervisor. My signature does not mean that I agree or disagree with this appraisal. | |
| Employee: | Date: |
| Supervisor: | Date: |
| Human Resources: | Date: |